Quick Start Guide: How to Customize a Metric Card

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The metric card is the first step to understanding the building blocks in Atrium. Our 100+ metrics are a pre-built library of 100+ Salesforce reports. Customizing them is the key to building your sales management arsenal.

Module Overview:

In this module, you'll learn the basics of how to customize, save, and distribute saved cards (reports).

🧭 In the first video (less than 5 min!), learn to navigate and customize one of the key building blocks of Atrium.

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Check out more resources on key admin and set-up topics!

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